Recently announced, Xero Practice Manager’s (XPM) Lead Manager feature is being retired. For firms that have relied on this tool for tracking and managing client leads, the shutdown is Sept 25th 2024 —and the time to act is now.
The good news? Seamlss Lead Manager is ready to step in as the solution. Our platform not only replaces the functionality of XPM’s lead manager but also offers enhanced features to help your firm manage leads efficiently and drive business growth.
What Does XPM’s Shutdown Mean for Your Firm?
If your firm has been using XPM’s lead manager to track, follow up on, and convert potential clients, the shutdown means you could lose access to valuable lead data and the tools you’ve come to rely on.
Without a lead management system in place, your firm may face several risks:
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- Missed Opportunities: Without a structured pipeline, leads could fall through the cracks, causing you to lose potential clients.
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- Disorganised Workflows: Manually tracking leads in spreadsheets or email can quickly become chaotic, leading to inefficiency.
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- Lack of Visibility: Without clear stages in the lead process, it becomes harder to prioritize high-value leads and keep track of follow-up actions.
That’s why it’s critical to migrate your lead management to a new platform before the XPM Lead Manager shuts down.
Why Seamlss is the Best Solution for Your Lead Management
Seamlss isn’t just a replacement for XPM—it’s an upgrade. Here’s why:
1. Simple Migration Process
Moving your lead data from XPM to Seamlss is quick and painless. Our import tool allows you to transfer your leads with just a few clicks, see here. Once imported, your leads will be organised, categorised, and ready for action, minimising any disruption to your workflow.
2. Flexible Lead Categorisation
In Seamlss, you can categorise your leads based on client type, lead source, estimated value, and more. This gives your team the flexibility to prioritise high-value clients, ensuring that no lead goes unnoticed. Whether you’re working with A-grade clients or nurturing potential future leads, Seamlss makes it easy to organise your pipeline.
3. Automated Follow-Ups
Manually tracking follow-ups is time-consuming, and missing follow-ups can be costly. Seamlss offers automated reminders, helping you keep in touch with potential clients at the right moments. You’ll be able to stay on top of your pipeline without the administrative burden.
4. Sorting Capabilities for Improved Visibility
Seamlss’s dashboard allows you to sort your leads by key metrics, such as last contact date, estimated value, or lead source. While full reporting features are on the way, the ability to sort leads provides you with the insights you need to make quick decisions about which clients to prioritise.
5. Future-Proof Your Firm’s Growth
Seamlss is designed to grow with your firm. Beyond lead management, our platform offers a full suite of tools that integrate with your existing systems, helping your firm streamline processes across the board. As we continue to roll out new features, including enhanced reporting, Seamlss will ensure that your firm remains competitive and efficient.
How to Seamlessly Transition to Seamlss: Step-by-Step
Step 1: Set Up Your Seamlss Account
If you haven’t already, sign up for Seamlss. The platform is easy to set up, and you can be up and running in just a few minutes. See the guide here.
Step 2: Export Your Lead Data from XPM
Before XPM Lead Manager shuts down, export all your lead data. Save the file ZIP file from the email, ready to upload to Seamlss.
Step 3: Import Your Leads into Seamlss
Once your account is set up, use the Lead Import Tool in Seamlss:
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- Go to the Leads section in Seamlss.
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- Click “Import” and upload the ZIP file to the Datacenter.
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- Follow the prompts.
Your leads will be imported and ready to go in just a few minutes.
Step 4: Organise Your Leads
Take advantage of Seamlss’s categorisation tools to organise your leads. Assign categories such as “Hot Lead” or “Follow-Up” to keep your pipeline clear and organised.
Step 5: Start Managing Your Leads
With your leads imported and organised, you can now start managing them effectively. Use the sorting and follow-up tools to track lead progress and automate reminders.. Use the sorting tools to prioritise your follow-ups, automate reminders, and track lead progress.
What Happens If You Don’t Migrate Before XPM Shuts Down?
The XPM Lead Manager will no longer be available after September 24th, and without a plan in place, your firm risks losing critical lead data. Reverting to manual tracking or spreadsheets can lead to inefficiencies, lost opportunities, and missed follow-ups.
By migrating to Seamlss now, you can ensure that your lead management continues uninterrupted. You’ll also benefit from the enhanced features Seamlss offers, allowing you to improve your client acquisition and conversion process.
Ready to Get Started? Here’s How Seamlss Can Help Your Firm Today
If you’re looking for a simple, effective, and scalable lead management solution, Seamlss is the perfect choice. With under 10 days left before XPM’s Lead Manager shuts down, there’s no time to waste.
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- Need help with the transition? Our support team is available to assist you with importing your leads and setting up your pipeline.
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- Want to see Seamlss in action? Book a demo with our team today to learn more about how Seamlss can transform your lead management process.
The shutdown of XPM’s Lead Manager doesn’t have to disrupt your firm’s growth. With Seamlss, you can seamlessly transition your lead management system while gaining access to new features that will help you optimise your client pipeline and stay competitive in the market.
Don’t wait until it’s too late—start your migration to Seamlss today and future-proof your firm’s lead management for success.